Wellington Management Hong Kong Limited

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Wellington Management Hong Kong Limited ✚
CRD #	165208
SEC #	801-77319
CIK #	0001633866
AUM	$13.4 BB (2023-03-31)
Employees	142 (30% Investors, 0% Brokers)
Phone	85228466000
Address	17 F, Two International Finance Centre Central Hong Kong, Hong Kong
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]

Total AUM ($BB) Copy

Sector	Form 13F Holdings	Cap ($BB)	Value ($BB)
	MSFT	1,918.2	19.0
	UNH	477.0	11.4
	AAPL	2,382.8	9.5
	PFE	284.2	8.9
	GOOGL	1,475.1	8.7
	AMZN	1,093.0	7.8
	MRK	232.4	7.3
	LLY	301.8	7.0
	TJX	67.3	6.1
	TXN	142.2	5.3
View All

Holdings by Sector ($BB)

Type	Form D Funds	Date	AUM ($MM)
Other	Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Opportunities Portfolio	2013-08-09	1,025.6
Other	Wellington Trust Company NA Multiple Common Trust Funds Trust Japan Research Equity Portfolio	2013-08-09	0.0
Other	Wellington Trust Company NA Multiple Common Trust Funds Trust Asia Contrarian Equity Portfolio	2012-03-16	0.0
HF	Wellington Trust Company NA Multiple Common Trust Funds Trust Emerging Markets Portfolio	2012-03-16	544.1

AUM Breakdown	Accounts	AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	11	4.2
(g) Pension and profit sharing plans	4	1.0
(h) Charitable organizations	1	0.1
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	7	4.7
(k) Insurance companies	2	0.3
(l) Sovereign wealth funds and foreign official institutions	9	2.7
(m) Corporations or other businesses not listed above	1	0.3
(n) Other	0	0.0
Total	35	13.4
By Discretionary
Discretionary	34	10.8
Non-Discretionary	1	2.6
Total	35	13.4
By Non-United States Persons
Non-United States Persons		6.5
United States Persons		6.8
Total	35	13.4

EDGAR Form	CIK	2011 - 2024
13F-NT	[0001633866]

Related Firms	State	AUM ($BB)
Wellington Management Company LLP ✚	MA	1,204.7
Wellington Management International Limited ✚		101.3
Wellington Alternative Investments LLC ✚	MA	43.4
Wellington Management Singapore PTE Ltd ✚		29.4
Wellington Management Japan PTE Ltd ✚		19.0
Wellington Management Hong Kong Limited ✚		13.4
Wellington Funds US LLC ✚	MA	5.2
Wellington Shields Capital Management LLC ✚	NY	1.0
Wellington Consulting Services Inc ✚	VA	1.0
Wellington Shields & Co LLC ✚	NY	0.4
Wellington-Altus USA Inc ✚		0.0
Wellington Management Co LLP ✚	MA	0.0

Comparable Firms	State	AUM ($BB)
Carillon Tower Advisers Inc ✚	FL	15.4
Yacktman Asset Management LP ✚	TX	15.2
Akre Capital Management LLC ✚	VA	13.7
Driehaus Capital Management LLC ✚	IL	12.7
SIT Fixed Income Advisors II LLC ✚	MN	11.9
Guardian Capital LP ✚		11.6
Allen Investment Management LLC ✚	NY	11.4
T Rowe Price Australia Limited ✚		11.1
Gamco Asset Management Inc ✚	NY	10.6
Chartwell Investment Partners LLC ✚	PA	10.5

Assets, Funds, Holdings